Professional Services Architect

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ and Accel, we empower high-growth companies like Netflix, Figma and Stripe with the flexibility and insights needed to drive revenue

performance.

Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.

About the Role

CaptivateIQ's Professional Services team builds complex, high-impact solutions for our largest customers. We are looking for a passionate and highly skilled architect to join our team to support both incentive payment and crucial financial reporting needs.

As a Professional Services Architect, Accounting & Reporting, you will design and ship end-to-end implementations, turning messy data, unique compensation plans, and complex accounting requirements into elegant, scalable models. You will own modeling quality and performance, acting as the technical SME in modeling and the accounting SME in reporting. You'll specialize in guiding customers and partners through commission plan modeling and the associated ASC 340, ASC 606, and IFRS 15 accounting and reporting requirements, ensuring our solutions are not only efficient for incentive calculation but also compliant and effective for financial operations. You will bring an enthusiasm for problem-solving and modeling that sets a new standard for best-in-class professional services.

This role is an incredible opportunity to work with a dynamic, growing team and directly influence product and delivery outcomes through close collaboration with Engineering and Product.

Job Location

The candidate selected for this opportunity must reside near one of the following locations:

Hybrid (in-office 3 days per week)

• Austin, TX

Remote

• Raleigh, NC
• Nashville, TN
• Toronto, Canada

• Lead the entire project lifecycle for complex implementations, with a focus on discovery, solution design, build, testing, and launch of models that integrate compensation, aggregation, and accounting/reporting requirements.
• Architect and build scalable calculation models in CaptivateIQ, owning model quality, performance, and long-term hygiene while maximizing efficiency and repeatability.
• Serve as the technical and accounting escalation point on internal and partner-led projects, guiding consultants via solution checkpoints and ensuring alignment with best practices.
• Leverage deep accounting expertise to develop and maintain compliance-aligned best practices for using CaptivateIQ, specifically related to ASC 340, ASC 606, or IFRS 15 (commission capitalization and amortization).
• Translate unique customer requirements—covering both compensation plans and accounting methodologies—into efficient, repeatable system configurations.
• Partner cross-functionally with Engineering, Product, Sales, and Customer Success on priorities and delivery.
• Contribute to the team by developing best practices, templates, and standards to raise modeling and delivery quality across the organization.

• 6+ years of total experience, including 4+ years in ICM/SPM (Incentive Compensation Management/Sales Performance Management) modeling and delivery.
• Background in accounting or finance, ideally with a strong focus on sales compensation accounting and financial modeling. Accounting certification, training, or formal education preferred.
• Knowledge of ASC 340, ASC 606, or IFRS 15 related to commission capitalization, amortization, and sales compensation accounting structures.
• Proven customer-facing consulting/implementation experience across all project phases: requirements gathering, solution design, stakeholder management, UAT, launch, and issue escalation.
• Expert-level Excel modeling for large datasets; demonstrated strong data intuition and model hygiene.
• Experience implementing SaaS cloud software; familiarity with the project lifecycle and delivery methodologies.
• Highly analytical, detail-oriented, and customer-obsessed; thrives in fast-paced, deadline-driven environments.

• CPA license
• Experience with CaptivateIQ or other related SPM platforms (e.g., SAP Commissions, Xactly Incent, Varicent).
• Proficiency with CRM/ERP/subscription platforms (Salesforce, NetSuite, Zuora).
• Familiarity with SQL/Python for data prep/analysis and structured problem-solving (no heavy coding required).
• Background in financial operations/planning (FP&A), system implementation, solutions architecture/engineering, or technology consulting.

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
• Annual stipends for professional development and caretaking
• (US-ONLY) 401k plan to participate in and save towards the future
• Newest Apple products to help you do your best work
• Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent

• Only emails from should be trusted.

We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:

• Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in , , , etc.
• Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
• Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
• Ask candidates to make a payment in order to be considered for a position.
• Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
• Please note that we'll only ask for more sensitive personal information in connection with background checks after an offer is made.

The OTE range in USD represents the minimum and maximum for this position across North America. The OTE offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. Our OTE is just one component of CaptivateIQ's competitive total rewards package.

CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.